Referral Partners - Tiers & Incentives

Referral Partners are the simplest way to work with Weel. You spot the opportunity - we do the rest. It’s perfect for helping clients streamline spend management without taking on implementation or support work directly.

How it works

• Refer – You spot a good-fit client and send them our way. Submit via referral form or email your partner manager.

• We Handle the Rest – Our team runs the demo, answers questions, and manages pricing discussions.

• Onboarding – Once business verification is complete, account setup is quick and easy.

• Time Saved for All – Your client spends smarter, and you stop chasing receipts and fixing messy books.

Your Partner Benefits

• Pass on Client Discounts
  Offer clients 10–25% off Weel for 12 months, based on your partner tier (Bronze to Platinum).
• Free Weel Account for Your Firm
  

  Once you’ve made your first active referral, you are eligible for one Premium Plan account for up to 50 users, unlimited transactions, free of charge. This gives your firm full access to the platform - so you can manage your spend, explore features, and experience the value of Weel firsthand. To retain ongoing free access, you’ll need to refer two clients who go live on Weel within each 12-month rolling period. Full Terms & Conditions are here.

• Enablement & Training
  Access Weel’s partner enablement kit, co-branded collateral, and showcase your brand with badges, a logo on our site, and newsletter or social features.
• Other Perks
  Get early access to roadmap previews, invitations to partner dinners and events, and opportunities to co-host webinars

Partner Tiers

Weel tiers are based on the total number of referred users within a 12 month rolling period, not the number of client accounts.

That means if your first referred client has 25 Weel users, you'd qualify as a Silver partner.

Why It’s Worth It

Referral partners typically save 2+ hours per week, per client by removing manual admin and cleanup time.

You can stay focused on your clients while giving them access to a best-in-class spend management platform (and a discount you’ve made possible).

Summary

Becoming a Referral Partner is the easiest way to bring value to your clients and efficiency to your own workflow.

• You refer, we onboard.

• You get free internal access after your first referral.

• You move up tiers based on users referred over 12 months.